Kurt Zellner, Cfa

Kurt Zellner, Cfa Email and Phone Number

Director, at Lighthouse Investment Partners, LLC @ Lighthouse Investment Partners, LLC
Kurt Zellner, Cfa's Location
Atlanta, Georgia, United States, United States
Kurt Zellner, Cfa's Contact Details

Kurt Zellner, Cfa personal email

Kurt Zellner, Cfa phone numbers

About Kurt Zellner, Cfa

Kurt Zellner, Cfa is a Director, at Lighthouse Investment Partners, LLC at Lighthouse Investment Partners, LLC. He possess expertise in microsoft office, powerpoint, microsoft excel, public speaking, teamwork and 17 more skills. He is proficient in Spanish.

Kurt Zellner, Cfa's Current Company Details
Lighthouse Investment Partners, LLC

Lighthouse Investment Partners, Llc

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Director, at Lighthouse Investment Partners, LLC
Kurt Zellner, Cfa Work Experience Details
  • Lighthouse Investment Partners, Llc
    Director
    Lighthouse Investment Partners, Llc Jun 2023 - Present
    Palm Beach Gardens, Fl, Us
  • Lighthouse Investment Partners, Llc
    Investment Analyst
    Lighthouse Investment Partners, Llc Jul 2016 - Jun 2023
    Palm Beach Gardens, Fl, Us
    • Oversaw emerging market credit and equity hedge fund exposures and monitored investment attribution, risk, and opportunity • Served as part of the relative value committee, which covers strategies including credit, fixed income, volatility, event driven, and arbitrage. • Provided monthly attribution analysis for eight hedge fund managers, totaling more than $300 million • Appraised and issued recommendations around different potential strategies across credit, fixed income, derivatives and equity as well as their potential role within portfolios • Authored portfolio and investment level performance commentary for internal and external client applications • Orchestrated the transition of an investment from a fund investment into a $150 million managed account investment communicating between operation, investment, and legal teams in the process • Contributed to the investment committee binder including performance and opportunity set forecasts • Overhauled the proforma portfolio tools for testing hypothetical portfolios with specific user-defined allocations, random allocation iterations, and allocations optimized for desired performance criteria
  • The Hartford
    Financial Leadership Development Program
    The Hartford Jul 2015 - Jul 2016
    Hartford, Ct, Us
    Claims Finance – Automation & Sourcing Consultant● Managed the design and build of a new TM1 cube to house group benefits data in order to aggregate all thegroup benefits data in one location for reporting and analysis● Developed a Sharepoint based reporting system to monitor initiatives within the claims organization toeliminate a manual process of emailing initiative owners and individually inputting data into Excel● Improved efficiency and speed of financial analysis through computer automation reducing the time it tookto do a number of processes as well as providing the opportunity for further analysis● Redesigned the hiring and attrition analysis tool using Visual Basic and TM1 integration removing the needto copy and paste hundreds of formulas each month and adding greater detail to the tool as well● Offshored a number of processes including some of the allocated loss adjustment expense reporting andcharge to file analysis freeing up hours for onshore employees to pursue other projects● Instructed an intern on a number of assignments including documenting different processes in Sharepointproviding them hands on experiences and opportunities to learn about the financial aspects of claimsClaims Finance - Financial Analyst● Consulted for nine unique claims departments with budgets totaling approximately 50 million dollarsassisting department owners in planning out their spending and hiring decisions● Forecasted budget implications of different decisions as well as provided financial outlooks and insights tobusiness customers to drive savings opportunities and anticipate budget risks● Assisted with the annual rating partner (AM Best; S&P) deck for the senior staff in the claims organizationby pulling together data from our financial databases and populating slides to display the data● Supported the financial portion of a major real estate investment proposal through research and analysis
  • Hartford Investment Management Co. (Himco)
    Financial Leadership Development Intern
    Hartford Investment Management Co. (Himco) Jun 2014 - Aug 2014
    Us
    ● Collaborated on a capstone project which involved leveraging technology to mitigate household loss● Modeled the impact of smart home technology on the home insurance industry● Condensed partnership data for over 200 partnerships’ into a single database for greater ease of reporting● Introduced and utilized Tableau as a data analytics program for visualizing risk of private equity holdings● Aided in quarter-end tie outs for company’s derivatives portfolio
  • Montag & Caldwell, Llc
    Equity Research Analyst Intern
    Montag & Caldwell, Llc Jun 2013 - Aug 2013
    Atlanta, Ga, Us
    ● Authored a professional research and investment report on the Additive Manufacturing Industry● Analyzed and reported on specific companies and industries as ad hoc reports on potential investments● Communicated predictions and investment recommendations on specific companies and industries● Assisted in updating a proprietary discount rate formula utilized in the firm’s investment process

Kurt Zellner, Cfa Skills

Microsoft Office Powerpoint Microsoft Excel Public Speaking Teamwork Microsoft Word Data Analysis Team Leadership Financial Analysis Access Project Management Research Social Media Customer Service Event Planning English Analysis Visual Basic Tm1 Sharepoint Tableau Analytical Skills

Kurt Zellner, Cfa Education Details

  • University Of Illinois Urbana-Champaign
    University Of Illinois Urbana-Champaign
    Economics
  • University Of Illinois Urbana-Champaign
    University Of Illinois Urbana-Champaign

Frequently Asked Questions about Kurt Zellner, Cfa

What company does Kurt Zellner, Cfa work for?

Kurt Zellner, Cfa works for Lighthouse Investment Partners, Llc

What is Kurt Zellner, Cfa's role at the current company?

Kurt Zellner, Cfa's current role is Director, at Lighthouse Investment Partners, LLC.

What is Kurt Zellner, Cfa's email address?

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What is Kurt Zellner, Cfa's direct phone number?

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What schools did Kurt Zellner, Cfa attend?

Kurt Zellner, Cfa attended University Of Illinois Urbana-Champaign, University Of Illinois Urbana-Champaign.

What are some of Kurt Zellner, Cfa's interests?

Kurt Zellner, Cfa has interest in Science And Technology, Children, Education, Economic Empowerment.

What skills is Kurt Zellner, Cfa known for?

Kurt Zellner, Cfa has skills like Microsoft Office, Powerpoint, Microsoft Excel, Public Speaking, Teamwork, Microsoft Word, Data Analysis, Team Leadership, Financial Analysis, Access, Project Management, Research.

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